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Automations Overview

Automate workflows and save time with Supatool automations.

What are Automations?​

Automations let you create workflows that trigger actions based on events. For example:

  • Send an email when a form is submitted
  • Create a Salesforce lead when payment is received
  • Update a Google Sheet with form data

Creating an Automation​

  1. Go to Automations → Create Automation
  2. Choose a trigger (e.g., "Form Submitted")
  3. Add actions (e.g., "Send Email", "Create Lead")
  4. Configure conditions if needed
  5. Activate the automation

Triggers​

Automations can be triggered by:

  • Form Submission - When a form is submitted
  • Payment Processed - When payment completes
  • Document Published - When content goes live
  • Schedule - Run on a schedule (cron)
  • Webhook - Triggered by external webhook

Actions​

Available actions include:

  • Send Email - Send notification emails
  • Integration Actions - Use any integration action
  • Update Form - Modify form data
  • Create Document - Generate content
  • Custom Webhook - Call external APIs

Automation Builder​

Use the visual builder to:

  • Drag and drop nodes
  • Connect triggers to actions
  • Add conditions and filters
  • Test your automation

Next Steps​